Number of Shares
12,564.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
2.25%
Total Estimate Gain
$725,511.17
% of Total Estimate Gain
25.95%

Dunham Real Estate Stock Fund's Iron Mountain Inc Holding Summary

As of 2025-04-30, Dunham Funds held 12,564.00 shares of Iron Mountain Inc(IRM), totaling $1.13 Mil. This investment constitutes 2.25% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding Iron Mountain Inc(IRM) stock.

The initial trade took place in 2023Q1. And since then Dunham Real Estate Stock Fund has made 3 purchases of IRM, at an average price of $67.82, for a total of 41,232.00 shares. In addition, there have been 3 sales at an average price of $79.05 for 28,668.00 shares. Based on historical transaction data and IRM's current price of $99.93, Dunham Real Estate Stock Fund's estimated gain on his IRM holdings is $725,511.17, reflecting a 25.95% gain to date.

Dunham Real Estate Stock Fund IRM ($99.93) Holding Chart

Dunham Real Estate Stock Fund IRM ($99.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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